NSLC Business & Entrepreneurship · University of Michigan

The Edge
Setting Your Idea Apart

Lecture 2 · Professor Danny Ellis

⚔️

Before anything else…

🎤 Danny's story — to fill in

The cold open: the day competition got real for SkySpecs.

  • Candidates: the moment you discovered a competitor had beaten you to something — a feature, a customer, a press release
  • Or: a deal you won head-to-head against a bigger, better-funded rival — what the customer said when choosing you
  • Set the stakes ("we could not afford to lose this one") and stop before the resolution
  • Cliffhanger: “…how we won that one is exactly what today is about.”
🖼️ IMAGE SLOT Photo from the story moment — the competitor's product/press hit, the customer site, or your team mid-scramble

Where we are

You have an idea. Today we make it unbeatable.

Last time: mindset → plan → idea → industry → research. You left Breakout 1 with one sentence — “We help [who] solve [what].” Today, six moves to give it an edge:

⚔️

1 · Competition

Know who you're up against

🧭

2 · SWOT

Map your position honestly

🏆

3 · Advantage

Find what puts you ahead

💎

4 · Value Prop

Say why you win, in one line

🎯

5 · Target Market

Pick who buys first

📣

6 · Marketing Plan

Make them find you

Rubric alert: these six are the Competitive Analysis, UVP, Target Market, and Marketing Plan lines on the judges' sheet Friday. Today is worth points.

Move 1 · Competition

Competition is a good sign

Businesses compete for customers in a market: a potential group of customers — people or businesses — who are willing and able to purchase a particular product or service.

Willing and able. A broke superfan isn't a market. A rich person who doesn't care isn't either.

💵

Competitors exist?

Someone is already getting paid to solve this problem. Competition is proof money exists.

🚨

“We have no competition”

Judges hear: either you haven't looked — or nobody wants this. Both are bad. Say who you beat and how.

Competition · Interactive

Two types of competition — click a matchup, then its bucket

🥊

Direct

Sells a similar product or service. Coca-Cola vs. Pepsi. McDonald's vs. Burger King.

🥷

Indirect

Different product, same customer need. Coca-Cola vs. Starbucks. McDonald's vs. KFC.

🥊 Direct

Similar product, fighting for the same purchase

🥷 Indirect

Different product, same underlying need

Competition · Case study

Who was SkySpecs really competing against?

🎤 Danny's story — to fill in

Map SkySpecs' real battlefield: direct AND indirect.

  • Direct: the other drone-inspection companies — who they were, how you tracked them, what you obsessed over (and what you ignored)
  • Indirect — the big one: rope-access human inspection teams. Not a startup. The incumbent way of doing things — and your biggest competitor for years
  • The pitch you actually had to win: not “we're better than other drones,” but “we're better than the way you already do it”
  • Lesson to land: “doing nothing / doing it the old way” is on every customer's shortlist
🖼️ IMAGE SLOT Rope-access technician hanging off a turbine blade vs. your drone doing the same job — the contrast IS the slide

Move 2 · SWOT · Interactive

SWOT analysis — click each quadrant

💪 Strengths · internal / positive

What your business does well, from the inside: skills, assets, advantages you control.

Campus snack delivery: we live in the dorms — 10-minute delivery nobody off-campus can match; zero rent.

🩹 Weaknesses · internal / negative

What holds you back, from the inside: gaps in skills, money, time, experience.

Campus snack delivery: two founders with classes at peak snack hours; no cash for inventory.

🚪 Opportunities · external / positive

Outside forces you can ride: trends, new rules, gaps competitors left open.

Campus snack delivery: the dining hall now closes at 8pm; finals week is coming.

⛈️ Threats · external / negative

Outside forces that can hurt you: new competitors, rule changes, shifting tastes.

Campus snack delivery: DoorDash drops fees for students; campus bans dorm-to-dorm selling.

Memory hook: S & W live inside your walls. O & T live outside them.

SWOT · Why it earns its keep

Four things a SWOT actually buys you

🗺️

Strategic planning

Align what you have (internal) with what's out there (external) — strengths pointed at opportunities.

🕳️

Risk mitigation

Find the blind spots before they become crises. A threat you named is a threat you can plan for.

🏆

Competitive advantage

Your strengths list is where your edge is hiding — leverage the assets only you have.

⚖️

Decision making

Pivot? Expand? Launch? A SWOT gives you a factual basis instead of a gut feeling.

Deeper dive · SWOT, but real

Year-one SkySpecs — the honest SWOT

🎤 Danny's story — to fill in

💪 Strengths — what did the founding team genuinely have?

  • e.g., the engineering depth from the U-M drone team, cheap student labor, university resources
🎤 Danny's story — to fill in

🩹 Weaknesses — what were you missing (be brutal)?

  • e.g., zero industry contacts, no sales experience, hardware burn rate, everyone under 25
🎤 Danny's story — to fill in

🚪 Opportunities — what was shifting in the outside world?

  • e.g., drone regulations maturing, the wind-energy build-out, aging turbine fleets needing inspection
🎤 Danny's story — to fill in

⛈️ Threats — what kept you up at night?

  • e.g., better-funded competitors, regulation reversing, big incumbents deciding to build it themselves

Move 3 · Competitive Advantage · Interactive

Your edge, on a grid — click cells to fill it in

Competitive advantage = something that puts your business ahead of the competition. A differentiator = the unique characteristic that distinguishes you from other businesses. A competitive matrix is how you find both: compare your characteristics with your direct competitors', factor by factor.

🫵 YouCompetitor ACompetitor B
Price
Quality
Speed / delivery
Customer service
Unique feature

Click to cycle: has it · best in market · doesn't have it. A column of ✓s with one ★ nobody else has? That ★ is your differentiator.

Competitive Advantage · Interactive

Ten classic sources of an edge — flip them. Which two are yours?

📍Location
You're where the customer is and rivals aren't. The food truck outside the stadium.
🧠Specialty knowledge
You know something competitors don't — and it shows in the product.
🥇Quality
Measurably better materials, craft, or results. Not "we care more" — provably better.
Reputation
Reviews, word of mouth, a name people trust. Slow to build, brutal to lose.
🤝Customer service
You answer faster, fix it kinder, remember their name. Service is a product feature.
🦄Unique factors
Something structurally hard to copy — a patent, an exclusive deal, a secret recipe.
🎛️Customization
Made-for-you beats one-size-fits-all. Customers pay extra for "exactly mine."
🔬Specialization
Do one thing for one kind of customer, better than any generalist can.
🚚Delivery method
HOW it reaches the customer: faster, cheaper, cooler. Domino's tracker. Drone vs. rope.
🏷️Price
Cheapest wins some markets — but it's the easiest edge to copy. Dangerous as your ONLY edge.

Move 4 · Value to Customers

Value is decided by the customer — not by you

Human-centered design: put the customer at the center of everything and work outward. Before you claim value, answer:

  • 📖 What is your customer's story?
  • 🧱 What problems do they face?
  • 🔥 What are their pain points — the parts that actually hurt?
  • 🛠️ What solution does your business hand them?

Value proposition = a short statement summarizing all the benefits a company gives its customers.

Value Proposition = Benefits Costs

“Costs” isn't just price — it's time, hassle, risk, and switching pain. Shrink those and value grows without touching the price tag.

Deeper dive · Value proposition

Benefits − Costs, at 300 feet

🎤 Danny's story — to fill in

How SkySpecs framed its value proposition to wind farm operators.

  • The benefits stack vs. rope teams: safety (nobody hanging off a blade), speed (minutes vs. hours per turbine), cost, data quality
  • The costs the customer weighed: new-tech risk, trusting a startup, changing a process that "already works"
  • How the pitch evolved — what you led with early vs. what actually closed deals
  • Land the formula: name which single benefit outweighed all the costs
🎬 VIDEO SLOT 30–60s inspection footage or the before/after pitch slide you actually used with operators

Move 5 · Target Market

“Everyone” is not a target market

Your target market: the specific group of consumers most likely to buy — defined by shared traits. Your ideal customer, described precisely enough to find them.

Aim at everyone and you hit no one. Aim at a specific someone and the message, the channel, and the product all get easier to choose.

🧮

Three questions to answer

1 · How large is it?

2 · Who is in it?

3 · How much do they spend?

Target Market · Interactive

Four lenses on your ideal customer — flip each one

🪪Demographics
The objective social & economic facts: age, income, occupation, education, family size.
💭Psychographics
What's in their head: attitudes, opinions, beliefs, interests, personality, lifestyle.
🗺️Geographics
Where consumers live — or where the businesses you sell to are located.
🛒Buying patterns
How people or businesses actually buy: impulse vs. research, online vs. in person, how often, who decides.

Deeper dive · Interactive

Build your ideal customer — click the chips

🪪 Age range

🗺️ Location

💭 Interests

🛒 Buying style

👤

Your customer persona

Age range?
Location?
Top interest?
Buying style?

Pick one chip in each group and I'll write the persona sentence for you.

Move 6 · The Marketing Plan

Marketing = how you present your business to customers

Three jobs: create awareness, attract customers, and convince them to buy. A marketing plan = your goals + the strategies (your promotional mix) to hit them.

🏃

Short-range

Up to 1 year. Launch, first customers, first proof. This is your Friday pitch.

🚴

Mid-range

2–5 years. Growing share, new products, repeat customers.

🚀

Long-range

10–20 years. The empire: new markets, the brand everyone knows.

The Marketing Plan · Interactive

Goals only count if they're SMART

🎯

S · Specific

One clear outcome — not "do better"

📏

M · Measurable

A number you can check

🪜

A · Achievable

Hard but doable with what you have

🧲

R · Relevant

Actually moves the business

T · Timely

Has a deadline

🔬 The SMART checker — click a goal, watch it score

S M A R T

Click a goal on the left to grade it.

The Marketing Plan · Interactive

The 4 Ps — flip each card. Your promotional mix lives here.

📦Product
What you offer and its key benefits — the thing plus the value it delivers.
🏷️Price
What customers pay — and what that number says about you. Cheap signals different things than premium.
🏪Place
Selling & delivery methods — your sales channels. Online, in person, in stores, on campus: where the buying happens.
📣Promotion
The strategies that make customers aware you exist — ads, social, word of mouth, giveaways.

The 4 Ps have to agree with each other. A luxury product with a discount price in a gas station with no promotion? That's four answers fighting.

Promotion · Interactive

Old school or social? Sort the promotion strategies.

📻 Traditional

Broadcast out to the masses — you talk, they listen

📲 Social

Two-way and shareable — customers participate

Deeper dive · Retention

Keeping customers is cheaper than finding them

A repeat customer costs a fraction of a new one — and recruits friends for free.

🎁

Rewards programs

Buy 9, get the 10th free — give loyalty a scoreboard.

🏷️

Special offers

Returning-customer discounts and early access — coming back feels VIP.

💌

Thank-you notes

A personal note in a world of bots is unreasonably powerful.

🙋

Personal assistance

A human who knows your order — service worth staying for.

🤖

Automated services

Reminders, reorders, tracking updates — touches that run themselves.

🏕️

Communities

Discords, run clubs, fan groups — customers who know each other stay.

The Marketing Plan · Scoreboard

If you can't measure it, you can't manage it

Key metrics = the numbers a business measures to tell whether it's succeeding.

🔁

Retention %

Share of customers who come back

👀

Post views

Is anyone seeing your content?

🛍️

Purchases

The number that pays rent

📲

App downloads

Installed = interested (not yet sold)

🕳️

Churn rate

The percentage of customers who stop using your product or service in a given period. The leak in the bucket — retention's evil twin.

💹

ROI — return on investment

The ratio of net profit to the cost of the investment. Spent $100 on flyers, earned $300 profit from them? ROI = 3× — do THAT again.

Your assignment · Breakout 4

Three goals, one funnel — this is your marketing plan

Your team needs 3 marketing goals — one per funnel stage — each with a promotional channel and the key metrics that prove it worked.

📢

1 · Awareness

Attention → Interest. They discover you exist and lean in.
Channel: where they'll first see you · Metrics: views, followers, reach

💳

2 · Purchase

Desire → Action. They want it — and they buy it.
Channel: where the sale happens · Metrics: purchases, conversion, ROI

🔁

3 · Retention

Satisfaction. They come back and bring friends.
Channel: your retention strategy · Metrics: retention %, churn, repeat purchases

Every goal: SMART. Every channel: where your persona actually is. Build it in Breakout 4 — workbook marketing plan section.

Your mission

What happens next

🧭

Breakout 2

Competitive analysis + SWOT for your business — workbook p. 9. Name real competitors, direct and indirect.

💎

Breakout 3

Your UVP + target market: the one-line value proposition and the persona with real numbers behind it.

🎤

TA Workshop

Presentations — how to actually deliver this on stage Friday. Your hook, your structure, your close.

Bar for tonight: leave Breakout 2 able to finish this sentence — “Unlike [competitor], we [your edge].”

One thing to remember

Ideas are common. Edges are built.

Nobody wins Friday for having an idea. Teams win for proving why theirs beats the alternatives. Go build the proof.

🎤 Danny's story — to fill in

Close the loop on the cold open — how the competitive fight from slide 2 actually ended, and which "move" from today won it.

  • Tag the ending to one concept: the differentiator, the value prop, or knowing the customer better than the rival did